Self Managed Super Funds
Your superannuation is essentially savings put aside for your retirement. Superannuation is a long term investment, so every dollar you save could make a significant difference in the future.
Ruby Lam Tax & Business Services can assist you with superannuation and retirement advice to achieve your goals.
We can assist you with:
- Establishment of a Self-Managed Superannuation Fund
- Compliance advice
- Advice on taxation benefits
- Assist with upgrade of trust deeds
- Assist with change of Trustee
- Investment Strategies
- Pension calculations, establishment and consolidation including all documentation
- Arrange actuarial certificates
- Assist trustee in meeting annual reporting requirements
- Preparation of financial statements
- Preparation of annual taxation return
- Arrange for independent audit of your SMSF